Xero Tax for accounts and tax compliance

Take control of accounts and tax returns for companies and individuals all in one place, in the cloud, with Xero Tax.

Manage tax returns

Produce corporate and personal tax returns.

Share data across Xero

Data flows between books, accounts and tax returns.

Produce accounts easily

Streamline clients’ accounts production.

Submit returns online

File tax returns and accounts from Xero Tax.

Manage tax returns

Xero Tax streamlines compliance by making it much faster to prepare and file accurate accounts and tax.

  • Included
    Connect to bookkeeping data from Xero
  • Included
    Produce and file accounts
  • Included
    Prepare and file company and personal tax returns (SA100 tax return forms, with supplementary pages, some in development, as well as SA302)
A list of the practice’s clients showing when their accounts, tax return and payment are due and the current status.

Share data across Xero

Data flows easily between Xero and Xero Tax which keep data entry to a minimum.

  • Included
    Data is protected by multiple layers of security
  • Included
    Client details and accounts data flow from Xero into Xero Tax
  • Included
    Import trial balance amounts from Xero accounts into tax returns
A message displays to a business owner requesting permission for Xero Tax to access the businesses’s Xero data.

Produce accounts easily

Streamline accounts production for sole traders as well as companies.

  • Included
    Populate company accounts and tax returns from Xero’s core data
  • Included
    Retrieve data from Companies House to populate company accounts
  • Included
    Produce accounts for sole traders, with income schedules populated from Xero
The company information screen shows tax period dates as well as the company name, registration number and address.

Submit returns online

File annual accounts and tax returns for company and individual clients directly from Xero Tax.

  • Included
    Submit corporate tax returns for company clients to HMRC
  • Included
    Submit personal tax returns for individual clients to HMRC
  • Included
    File company accounts with Companies House direct from Xero
Xero Tax offers a list of filing options including current or previous filing periods and which final reporting standard to use.

Start using Xero Tax for free

Xero Tax is included in Xero HQ. It’s available to accountants and bookkeepers in practice – at no extra cost – as part of the Xero partner programme.

More about Xero Tax

Get to know Xero Tax - join our Xero experts for a 30 min webinar where they’ll walk you through Xero Tax with a live Q&A at the end.

Watch the webinar

To help you get going, we’ve created a handy all-in-one downloadable guide containing best practices.

Download the guide

No special connection is needed. Just enable Xero Tax in Xero HQ and give staff access. Xero Tax uses your existing Xero login details.

See how to set up Xero Tax

Xero Tax checks transactions in Xero for common problems. Just click through from Xero Tax to see the transactions that make up an amount in the accounts or tax return. If you make corrections in Xero, regenerate the annual accounts and tax return.

See how to edit generated accounts and reports

Now your practice can use Xero Tax for both your individual and company clients, simplifying tax and compliance. More tax and entity types are in the pipeline.

See how to produce and file personal tax returns

Xero Tax automatically tags any chart of accounts with the appropriate iXBRL (Inline eXtensible Business Reporting Language) tags. It uses the iXBRL tagging to format company accounts for corporate tax returns.

See how to produce and file personal tax returns